In Podcast
The Financial Plan Guessing Game
by Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? ... Read more
by In Podcast
What Can You Expect From a Virtual Meeting With Us?
by With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We’ll take you through the process ... Read more
In Podcast
What Tax Consequences Should You Be Aware Of?
by More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode ... Read more
In Podcast
What Is Values-Based Financial Planning?
by Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
Read moreIn Podcast
Is Your Financial Advisor Doing This?
by Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial ... Read more
In Podcast
Financial Life and Baseball
by Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
Read moreIn Podcast
2020 End of Year Planning Ideas
by As we near the end of the year, let’s talk about what has been happening and what it means for our financial plan. From the election to COVID to saving ... Read more
In Podcast
Mailbag: Is Now The Time For An Early Retirement?
by Is it time to retire? Should you pay off the house? How much do you need to have in the bank? Sean answers these three listener questions on today’s podcast. ... Read more
In Podcast
Football and Financial Planning
by Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
Read moreIn Podcast
10 Step Layoff Survival Guide, Part 2
by In continuation with our two-part series on how to survive a layoff or forced early retirement, we talk through five more steps on how to get through it. What options ... Read more
In Podcast
10 Step Layoff Survival Guide, Part 1
by The View From The Pinnacle What do you do if you get laid off? How can you turn a bad situation into an opportunity? We dive into what you need ... Read more
In Podcast
Talking with Matt Zagula about SMART Retirement and Taxation
by What do tax rates have to do with your financial plan? How do you strategically think through your assets and your financial plan? Matt Zagula shares information from his book ... Read more
In Podcast
5 Easy Ways to Ruin Your Retirement
by Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
Read moreIn Podcast
How to Find the Right Advisor
by One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? ... Read more
In Podcast
Baseball and Financial Planning with John Buck
by What do baseball and financial planning have in common? In addition to Sean’s love for both, you may find that the mindset is often similar. On today’s show we get ... Read more
In Podcast
State of the Market with Mike Sorrentino
by On the show this week, Mike Sorrentino joins us to talk about the current status of the market, a second wave of coronavirus, and how it all might play together ... Read more
In Podcast
Why We Aren’t Panicking About The Economy
by During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the ... Read more
In Podcast
Office Reopening and Things to Know
by As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety ... Read more
In Podcast
5 Things to Know About the CARES Act
by The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from ... Read more
In Podcast
Being Proactive With Your Financial Plan During a Pandemic
by Coronavirus has caused the markets to correct. It’s also caused a lot of fear. What should you do? Let’s talk about taking a proactive approach to your finances during this ... Read more